Investment Portfolio Manager

1 week ago

Solapur, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

Investment Portfolio Manager

We are seeking a dynamic and results-driven Investment Portfolio Manager to oversee and grow partnerships with clients, trading on their behalf and providing investment recommendations. The role involves ensuring optimal portfolio performance.

The ideal candidate will have experience in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products. This position requires excellent communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth.

Key Responsibilities:

  • To manage client portfolios with their consent in Equity & Derivative segments.
  • Monitor client's day-to-day trades & investments.
  • Communicate regularly with mapped clients and pass on our technical and fundamental research ideas.
  • Ensure activation of mapped clients.
  • Drive revenue/brokerage growth by achieving laid down targets.
  • Collaborate with partners to build client-wise trading strategies and execute them.

Requirements:

  • Minimum 1 year in the broking industry with B2B experience preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

About This Role:

This is an exciting opportunity for experienced professionals looking to take their career to the next level. As an Investment Portfolio Manager, you will be responsible for delivering exceptional results and building strong relationships with clients.

What We Offer:

A competitive compensation package, opportunities for professional growth and development, and a collaborative work environment that fosters innovation and creativity.

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